Documents are not all the same
Simple extraction can be automated. Operational decisions require more care: field confidence, completeness, applicable policy and impact of error.
The workflow needs to separate what can proceed alone from what must return to a person with enough context to decide quickly.
Three signals for human review
Review when confidence is low, when critical information is missing or when the decision affects a customer, money, compliance or a deadline.
The review should receive the document, extracted fields, the agent's question, the applicable policy and the suggested next action.
The outcome needs to return to the system
After review, the outcome should update the record, close the task and feed the quality history.
That way, each document exception improves the next cycle instead of becoming hidden rework.
Bring this idea into your operations.
Map the process, connect systems and evaluate outcomes with Zild.
Talk to an expert